Iron Noodle announces the expansion of its AI Concierge model, standardizing lead response, intake progression, and ...

The Lawmatics–Filevine partnership eliminates the need for repetitive manual data transfers and creates more dependable hand-offs throughout the client lifecycle. Law firms increasingly rely on ...

Client Revenue Flow announced an automated patient booking system for multi-location dental practices. The system addresses ...

Initial contact is perhaps the most critical step in any attorney-client relationship, setting the tone for the journey ahead. Yet, for many law firms, the crucial client intake process is where most ...

Lexicata, a client intake software as a service provider, recently upgraded to version 2, which further integrates with Themis Solutions Inc.'s Clio practice management software as a service. The ...

In mass tort cases, the data that plaintiffs firms collect during client intake is needed to understand both the strength of each of their client's claims and the strength of their overall portfolio ...

Accounting practice management solutions provider Canopy announced AI-powered upgrades to its Smart Intake solution designed to propose, collect and deliver work within a single centralized solution.

Leading firms like Frontier Law Center already report immediate client responses and automated case qualification with seamless CMS integration SAN FRANCISCO, June 10, 2025 /PRNewswire/ -- Eve today ...

New collaboration helps agencies reduce duplicate data entry and streamline personal lines workflows CANBY, Ore., Feb. 5, 2026 /PRNewswire/ -- HawkSoft, a leading agency management system for ...